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iShares US Regional Banks ETF
IAT

Overview Fund Activity

155 hedge funds and large institutions have $225M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
44
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
GF
2
Gimbal Financial
Indiana
$4.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
SWC
4
Spectrum Wealth Counsel
Indiana
$3.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
Wells Fargo
3
Wells Fargo
California
$7.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.71M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$2.13M +$835K +17,561 +65%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.77M +$17.3K +363 +1%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.74M -$28.9K -619 -2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$1.72M -$67.7K -1,424 -4%
GS
30
GTS Securities
New York
$1.63M +$1.4M +29,347 +599%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.62M +$500K +10,628 +45%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.48M -$235K -4,945 -14%
TFF
33
The Family Firm
Maryland
$1.47M -$48.3K -1,017 -3%
CCA
34
Cadent Capital Advisors
Oklahoma
$1.41M +$1.41M +29,642 New
CAM
35
Carret Asset Management
New York
$1.38M -$314K -6,615 -19%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.35M -$99.5K -2,092 -7%
Millennium Management
37
Millennium Management
New York
$1.25M +$1.25M +26,290 New
Mariner
38
Mariner
Kansas
$1.24M +$1.24M +26,015 New
SI
39
Stephens Inc
Arkansas
$1.14M -$64.4K -1,354 -5%
Marshall Wace
40
Marshall Wace
United Kingdom
$1.05M +$739K +15,538 +236%
RJA
41
Raymond James & Associates
Florida
$1.05M -$352K -7,399 -25%
MFG
42
MidWestOne Financial Group
Iowa
$976K -$705K -14,822 -42%
SPC
43
Sigma Planning Corp
Michigan
$965K +$965K +20,293 New
AAM
44
Augustine Asset Management
Florida
$951K – – –
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$889K +$889K +18,696 New
DWM
46
Dakota Wealth Management
Florida
$879K – – –
HWMO
47
Heritage Wealth Management (Ohio)
Ohio
$849K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$845K -$102K -2,146 -11%
D
49
Dentgroup
Louisiana
$747K -$14K -295 -2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$745K +$4.42K +93 +0.6%
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